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Disclosery

NewEdge Wealth, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Wealth, LLC on IWB, newest first. How the timeline and the estimate are built.

NewEdge Wealth, LLC held 4,167 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,167 shares
    Change vs previous 13F -346 shares

    0.02% of the 13F portfolio, value $1,706,268.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,513 shares
    Change vs previous 13F +167 shares

    0.02% of the 13F portfolio, value $1,609,313.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,346 shares
    Change vs previous 13F +315 shares

    0.02% of the 13F portfolio, value $1,623,000.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,031 shares
    Change vs previous 13F -53 shares

    0.02% of the 13F portfolio, value $1,495,759.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,084 shares
    Change vs previous 13F -515 shares

    0.02% of the 13F portfolio, value $1,418,626.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,599 shares
    Change vs previous 13F -51 shares

    0.03% of the 13F portfolio, value $1,410,815.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,650 shares
    Change vs previous 13F -57 shares

    0.03% of the 13F portfolio, value $1,498,000.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,707 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,479,741.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).